The Long Term Investor

With the S&P 500 rapidly declining over the past two weeks, what should investors be doing?   Listen now and learn: How often the stock market falls What triggered the most recent stock market decline Timeless wisdom for periods of stock market losses Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Phil Huber, Chief Investment Officer and author of 'The Allocator’s Edge,' dives deep into the world of alternative investments. He discusses why traditional portfolio strategies may struggle in today’s market. Huber highlights the explosive growth of private credit and its significance for investors. He also sheds light on interval funds, showcasing their advantages over traditional structures. This conversation is packed with insights for both financial practitioners and individual investors looking to navigate the changing landscape of investments.

In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone?   Listen now and learn: The three components necessary to derive value from tax loss harvesting Reasonable expectations of value from tax loss harvesting Actions you can take to maximize the potential benefits of tax loss harvesting Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

If you’ve ever felt anxious or overwhelmed by market volatility, don't miss this episode. I’m joined by Darius Foroux, a newsletter writer to 100,000 subscribers and author of the brand new book The Stoic Path to Wealth. His steady approach helps investors navigate the chaos of modern-day markets with discipline, emotional distance, and self-mastery.   Listen now and learn: How a Stoic approach to investing leads to better consistency and less emotional decisions The role education and skill-building play in achieving financial freedom Essential stock market fundamentals and practical strategies for financial success Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. [1:57] Importance of Investing and Challenges Investors Face [06:40] Managing Emotions and Staying Consistent [13:33] The Role of Education in Financial Success [19:03] Understanding the Stock Market  [28:58] Balancing Life and Investing [35:22] Practical Wisdom and Strategies for Investors

This episode dives into a topic that grabs investors’ attention every four years: the Presidential election.   The potential impact on the economy, policy, and markets often leads to increased anxiety and speculation.    Listen now and learn: The historical impact of elections on the stock market How markets have performed during different presidencies A framework for thinking about investment decisions during election season Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

There are few topics as broadly misunderstood as US government spending and, as a result, many conversations regarding Social Security are off the mark. The financial well-being of Social Security is obviously important from a policy perspective, but perhaps even more important from a financial planning and personal investment perspective.   Listen now and learn: The sustainability of Social Security Potential policy changes to Social Security  How to account for Social Security in your financial plan Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

The US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signals an impending crisis. Peter breaks down what this figure means and explores the broader implications (many of which may surprise you).   Listen now and learn: Differences between the deficit, the debt, and the debt ceiling How US government finances are very different than household finances  Why inflation, not default, is the real risk of our deficit spending   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

While the US dollar currently enjoys a dominant position as the world's reserve currency, various factors could challenge its supremacy. Emerging economies, digital currencies, geopolitical shifts, and global financial reforms all pose potential threats. Understanding these dynamics is crucial for navigating the future of global finance.   Listen now and learn: What it means to be a reserve currency Why the US dollar is the dominant reserve currency The probability and implications of the US dollar losing its reserve status Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the impact big purchases can have on your finances.   Listen now and learn: How to evaluate the impact of time owned vs miles driven When purchasing a used car is smarter than buying a new car How leasing compares to owning from a cost perspective   To see the original show notes, YouTube interview, and resources visit this page: EP 116: The Astounding Math Behind Car Ownership with Jesse Cramer.  Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS (4:08) The Primary Costs of Car Ownership  (11:08) Buy a New Car vs Buying a Used Car  (17:48) The Difference in Cost of Owning a Gas vs Electric Vehicle  (19:08) Evaluating a Car’s Utility  (28:08) Buying a Car vs Leasing a Car  (32:08) When to Repair a Car vs Buy a Car 

Ashby Daniels challenges conventional wisdom in investing, highlighting how investors often blame the market instead of themselves, defining risk differently, and emphasizing the value of aligning financial decisions with personal goals. He discusses the significance of faith in the future for successful investing, the power of optimism and compounding in investment growth, and the role of financial advisors in providing expertise and trust for rational decision-making.